Number of Shares
168,680.00
Current Holdings Value*
$8.54 Mil
% of Portfolio
0.27%
Total Estimate Gain
$40,483.20
% of Total Estimate Gain
0.48%

Spire Wealth Management's MORGAN STANLEY ETF Holding Summary

As of 2025-03-31, Spire Wealth Management held 168,680.00 shares of MORGAN STANLEY ETF(EVTR), totaling $8.54 Mil. This investment constitutes 0.27% of their stock portfolio, and Spire Wealth Management now holds 0.54% of the outstanding MORGAN STANLEY ETF(EVTR) stock.

The initial trade took place in 2025Q1. And since then Spire Wealth Management has made 1 purchases of EVTR, at an average price of $50.31, for a total of 168,680.00 shares. Based on historical transaction data and EVTR's current price of $50.55, Spire Wealth Management's estimated gain on his EVTR holdings is $40,483.20, reflecting a 0.48% gain to date.

Spire Wealth Management EVTR ($50.55) Holding Chart

Spire Wealth Management EVTR ($50.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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